2 investment chiefs who helped swell $65 million in firmwide assets to $940 million describe their Warren Buffett-inspired approach to investing — and explain why traditional market metrics are 'irrelevant'
Business Insider -

Sean Stannard-Stockton — president and chief investment officer at Ensemble Capital — and Todd Wenning — senior investment analyst at the firm — utilize Warren Buffett's stock-picking methodology to fill their portfolio with 15 to 30 high-conviction businesses.

The investment duo make it a point to focus on idiosyncratic businesses, high returns on invested capital, sustainable competitive advantages, and "capital light compounders."

It's an approach they say renders traditional market multiples...

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